The Internal Sales Consultant within the Institutional Business Development team provides collaborative support for the Institutional Business Development team that is focused on selling selective and full outsourcing partnerships. This role maintains and proactively updates pipeline reporting and provides prospect research.
Section 2: Job Functions Essential Duties and Responsibilities
- Help to identify and qualify institutional prospects
- Partner with Institutional Business Development Corporate Development and Marketing to develop lists of appropriate prospects
- Perform and outline detailed research on institutional prospects
- Ability to learn multiple platform/product solutions
- Collaborate with the institutional marketing team to promote selective and full outsourcing capabilities
- Assist Institutional Business Development to track and report on sales and marketing activities
- Coordinate and assist with responses to RFPs and SDRs as needed
- Collaborate with internal resources to track and report on institutional business across business lines
- Teamoriented collaborative approach including partnering with executive leadership
- Develop trusted relationships internally and externally
- Attend company and industry conferences
- Understand marketplace trends ensure Ascensus is appropriately positioned
- Strong knowledge of key competitors
- Strong Excel and PowerPoint skills
- Driven to win: proactive and selfmotivated
- Remain current on industry technical and product knowledge
- Complete management reports expense reports and other special tasks as requested
- Support and partner with the operations and product leaders to empower efficient processes to develop and deliver exceptional products and partner solutions
- Responsible for protecting securing and proper handling of all confidential data held by Ascensus to ensure against unauthorized access improper transmission and/or unapproved disclosure of information that could result in harm to Ascensus or our partners.
- Embody Ascensus Core Values of People Matter Quality First and Integrity Always on a daytoday basis
Section 3: Experience Skills Knowledge Requirements
- Bachelors Degree or equivalent experience
- Minimum 5 years of experience in the retirement plan industry
- Proven successful sales experience of retirement plan recordkeeping and administrative services
- Ability to operate effectively in a fastpaced unsupervised environment
- Strong indepth ERISA and retirement plan knowledge
- Excellent written and oral communication skills
We are proud to be an Equal Opportunity Employer
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